Freedman Financial Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

Freedman Financial Associates’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,004	Closed	-$467K	–	206
2022 Q1	$467K	Buy	6,004 +2	+0%	+$150	0.32%	40
2021 Q4	$502K	Buy	6,002 +2	+0%	+$161	0.34%	35
2021 Q3	$443K	Buy	6,000 +2	+0%	+$152	0.32%	36
2021 Q2	$436K	Buy	5,998 +4,482	+296%	+$310K	0.33%	37
2021 Q1	$99K	Buy	1,516 +3	+0.2%	+$194	0.08%	104
2020 Q4	$97K	Buy	+1,513	New	+$91.7K	0.09%	99

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Freedman Financial Associates's IVW Position: Q2 2022 in Review

Freedman Financial Associates sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2022, closing a stake of 6,004 shares — an estimated $467K sold.

Freedman Financial Associates first reported a position in IVW in Q4 2020 and held it in 6 quarters. The position peaked at $502K in Q4 2021. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

Freedman Financial Associates reported no remaining iShares S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 6,004 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $467K.
Freedman Financial Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's iShares S&P 500 Growth ETF position peaked at $502K in Q4 2021.
1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.